&#34;A short, quick, and simple collaboration, not very complicated,&#34; &#34;the public account is equivalent to a public knowledge base, as long as it does not involve chat content, there is no need for high data permissions.&#34; As long as there are machines, they can be connected, but WeChat, as a national APP and Tencent's core, has taken this significant step so quickly and proactively, raising more issues worth analyzing.
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First of all, this is most likely a decision at the group level. As Tencent friends say: &#34;WeChat's own BD has never been so active.&#34; WeChat's integration with DS probably needs the approval of the general office. Does this involve more cooperation or even capital-level efforts? Regarding the question of who will invest in DS, I personally feel that there is currently no conclusion, and it is likely to be dynamic. However, WeChat's step is more determined than that of several other companies. Alibaba/ByteDance can only provide cards and money, while Tencent proves that it can also provide scenarios and data without internal competition perfectly fitting.
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Pony's initial judgment on this round of LLM was that &#34;AI can win by coming from behind, there's no rush.&#34; Impressive, in the end, WeChat might take it all. There is no need to personally get involved in model creation; waiting for the right opportunity has led to &#34;open source catching up.&#34; WeChat may have the deepest moat among all businesses in the world... What WeChat wants is not DAU, nor frequency and stickiness, but to unlock more scenarios, which reflects in the reports as higher ASP or single-user ARPU (in addition to positioning against any disruptive entry). Xiaolong once said that mobile phones are an extension of human organs, so AI should be an extension of human intelligence. Each leap forward significantly expands the commercial value of a single user. In other words, any progress in AI can be integrated by WeChat and solidified as commercial value at the application end.
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Domestic giants are gearing up. Doubao fired the first shot, Alibaba and Apple the second, and Tencent launched WeChat + DS as the third shot. The Chinese internet will once again enter an era of frenzy, facing a chaotic landscape change, an endless stream of AI products, and strategic investments and mergers. Antitrust can be put aside for now; assuming we look back from the endgame, we are currently only at the first kilometer of a marathon, and the main force has just set off, making it hard to tell who will laugh last.
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The value of China's AI assets is indeed highlighted in horizontal comparisons. After two years of hype around AI capex infrastructure and hardware, China's most core technological assets—internet, mobile phones, smart cars/electric vehicles—are unrelated to the last round of AI narratives. WeChat + DS may even be stronger than Meta + its own Llama. China's AI applications are not inferior to those in North America; could they even be slightly better? As the industry's core shifts from models and infrastructure to applications, the product innovation and business model innovation capabilities of Chinese people can outshine the world...
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The supply and demand of computing power will be severely imbalanced, especially domestically. WeChat has a DAU level of 1 billion, compared to Apple's 250 million DAU in China, and then compared to DS's tens of millions of DAU. Coupled with export control constraints, domestic computing power will always be in short supply. Recently, both Tencent and Alibaba have been buying H20 and 4090 domestically
What you want to talk about is still the cloud. To be honest, the application is a bit awkward; it hasn't been reflected during the Doubao DS phase. This time, WeChat should allow everyone to feel that the largest Agent applications have a strong scale effect, even leading to a winner-takes-all scenario...
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Stepping out of this incident, DS has proven that open source has a faster chain reaction, quicker ecological penetration, and simpler and more direct application implementation compared to closed source. To be honest, open source is showing signs of winning. The upcoming Grok 3, Claude 4, the so-called hybrid model from OAI, and DS's own next-generation base model and r2/r3 will further elevate intelligence significantly. However, as long as the gap between open source and closed source remains small, the model layer will continue to commoditize, and value will continue to rise. Those application giants that firmly guard the entry points are likely to be the biggest winners.
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Source: Information Equality Original Title: &#34;How to View This 'King Bomb'&#34;
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WeChat's integration with DeepSeek marks Tencent's proactive layout in the AI field. This collaboration may be a group-level decision, demonstrating WeChat's initiative and competitiveness in the market. Tencent has surpassed Alibaba and ByteDance in funding support by providing scenarios and data. As competition among domestic giants intensifies, China's internet will enter a new development stage, with AI products and investment mergers and acquisitions emerging one after another

- Tencent's integration of WeChat with DS signifies a strategic move likely driven by corporate decisions, enhancing its competitive edge over rivals like Alibaba and ByteDance.  
- The article highlights the potential for a chaotic landscape in China's AI sector, with major players rapidly advancing their technologies and products.  
- It emphasizes that the shift from model-centric to application-centric innovation could position Chinese companies favorably in the global market, despite challenges in computing power supply.

WeChat integrates DeepSeek, how to view this "game changer"